Platt Wealth Management Fees & Minimum

Overview

Headquarters: San Diego, CA
Total Firm Assets: $391 million
Average High-Net-Worth Client Portfolio Size: $4.1 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: 2026 ADV PART 2 (2026-02-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	0.90%
$2,000,001	$3,500,000	0.80%
$3,500,001	$5,000,000	0.70%
$5,000,001	$10,000,000	0.60%
$10,000,001	$15,000,000	0.50%
$15,000,001	and above	0.30%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,000	0.90%
$5 million	$40,500	0.81%
$10 million	$70,500	0.70%
$50 million	$200,500	0.40%
$100 million	$350,500	0.35%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 81.59%
Number of High-Net-Worth Clients: 78
Total Client Accounts: 663
Discretionary Accounts: 663

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 297487

2026 ADV PART 2 (2026-02-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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